Hello!
I currently have a board set up for Accounts and another board set up for Contacts. In the contacts board, there is a mirror column that allows you to select what company the new contact you create is associated to.
In our ordering board, I would like to create a contact dropdown where I can select a customer contact rather than having to type it in. This is easily done with a mirror column - But I can’t seem to figure out a way to set this up so when I am selecting the customer contact, it is only allowing me to select customers that are associated to the account I am ordering for. Is this possible?
Example:
-In Accounts Board I create Account Name “Example Inc”
-In the Contacts Board, I create Contact “John Doe” and select “Example Inc” in the Mirror Column to link “John Doe” to the “Example Inc” Account.
-I then am in the Ordering Board, entering an order for “Example Inc” and I am selecting who the customer contact will be for the order. I only want the options for this mirror column dropdown to be customer contacts associated with “Example Inc”